Institutional Ownership Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV). We have compiled data on the 270 institutions that hold shares in the stock, with a total of 23.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
7,728
shares
|
$385,240
0.03% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,507
shares
|
$374,223
0.06% of portfolio
|
Q3 2024
Added 70.34%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
7,504
shares
|
$374,074
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
7,495
shares
|
$373,625
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
7,367
shares
|
$367,244
0.04% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
7,000
shares
|
$348,950
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,612
shares
|
$329,608
0.0% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
6,590
shares
|
$328,511
0.12% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
6,546
shares
|
$326,318
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
6,445
shares
|
$321,283
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
6,300
shares
|
$314,055
0.02% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,297
shares
|
$313,905
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
6,263
shares
|
$312,210
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
6,214
shares
|
$309,767
0.0% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
6,189
shares
|
$308,521
0.01% of portfolio
|
Q2 2024
Reduced 34.85%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
6,170
shares
|
$307,574
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,031
shares
|
$300,645
0.0% of portfolio
|
Q3 2024
Added 88.94%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
5,922
shares
|
$295,211
0.05% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
5,915
shares
|
$294,862
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,843
shares
|
$291,273
0.09% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
5,840
shares
|
$291,124
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
5,785
shares
|
$288,382
0.1% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
5,773
shares
|
$287,784
0.07% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
5,700
shares
|
$284,145
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
5,597
shares
|
$279,010
0.02% of portfolio
|
Q3 2024
Added 12.5%
|